Mark Sheptoff Financial Planning’s Dell DELL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.73K	Buy	+4	New	+$1.16K	﹤0.01%	490
2022 Q3	–	Sell	-630	Closed	-$29K	–	372
2022 Q2	$29K	Buy	630 +600	+2,000%	+$28.3K	0.02%	187
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	380
2021 Q4	$2K	Buy	+30	New	+$1.67K	﹤0.01%	408
2020 Q4	–	Sell	-37	Closed	-$1K	–	358
2020 Q3	$1K	Hold	37	–	–	﹤0.01%	312
2020 Q2	$1K	Hold	37	–	–	﹤0.01%	342
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	321
2019 Q4	$1K	Hold	37	–	–	﹤0.01%	351
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	344
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	333
2019 Q1	$1K	Buy	+37	New	+$975	﹤0.01%	335
2018 Q4	–	Sell	-39	Closed	-$1K	–	334
2018 Q3	$1K	Hold	39	–	–	﹤0.01%	350
2018 Q2	$1K	Buy	+39	New	+$862	﹤0.01%	354

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's DELL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Dell (DELL) in Q2 2026: 4 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in DELL as recently as Q2 2022.

Mark Sheptoff Financial Planning first reported a position in DELL in Q2 2018 and has held it in 13 quarters since. The position peaked at $29K in Q2 2022. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Mark Sheptoff Financial Planning held 4 shares of Dell worth $1.73K as of Q2 2026.
Dell was a new Mark Sheptoff Financial Planning position in Q2 2026.
Dell made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #490 holding.
Mark Sheptoff Financial Planning first reported a position in Dell in Q2 2018 and has held it in 13 quarters since.
Mark Sheptoff Financial Planning's Dell position peaked at $29K in Q2 2022.
2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.